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Added 4 mins ago
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Designer - Architectural Solutions
COI
Toronto, ON
- Full-time
The role offers the ability to work both independently and with a dynamic team of people. We pride ourselves on our corporate culture and work each day to live our values.
Added 4 mins ago
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Director Credit Execution, Commercial National Accounts, Financial Institutions Group
TD
Toronto, ON
- Full-time
…operational risk for an industry-specific commercial / junior corporate loan portfolio. You are a subject matter expert and have the ability to analyze and understand complex credit…
Added 19 mins ago
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Back End Associate
RONA
Toronto, ON · North York, ON
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 19 mins ago
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Merchandising Associate (Nova Scotia)
RONA
Elmsdale, NS
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 19 mins ago
R
Sales Associate (S2)
RONA
Montreal, QC · Saint-Laurent, QC
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 19 mins ago
MM
Senior Cloud and Infrastructure Engineer
Mohawk Medbuy Corporation
Toronto, ON · Greater Toronto Area, Canada
- $95,000 to $103,000 CAD / year
- Full-time
Configure, maintain, and troubleshoot LAN, WAN, and wireless networks across corporate sites.
Added 19 mins ago
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Sales Associate plumbing
RONA
Drummondville, QC
- Full-time
We operate or service corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to…
Added 19 mins ago
PS
Private Equity Associate
Peloton Search Partners
Toronto, ON
- Full-time
…pension funds, asset management, family offices, venture capital, corporate development and capital markets. As a result of our 30 + years of recruitment experience, we have a broad global…
Added 19 mins ago
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Retail Store Associate HomeSense - Brentwood
The TJX Companies, Inc.
Calgary, AB
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 19 mins ago
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(CAN) Staff Pharmacist
Walmart
Calgary, AB
- Full-time
…must assist in executing the business action plan to achieve corporate business…
Added 19 mins ago
Senior Legal Counsel, Technology & Commercial
CAA Club Group
Thornhill, ON
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 19 mins ago
Pearl Vision - Licensed Store Manager 2 - #S474 Toronto, ON
EssilorLuxottica Group
Toronto, ON
Appropriately uses regional and Corporate HR partners to resolve issues including HRSG, Associate Relations, Benefits and Compensation.
Added 19 mins ago
Pearle Vision - Store Manager 1 - #S473 Toronto, ON
EssilorLuxottica Group
ON · Toronto, ON
Appropriately uses regional and Corporate HR partners to resolve issues including HRSG, Associate Relations, Benefits and Compensation.
Added 19 mins ago
Customer Experience Associate - St. Clair & Via Italia (30 hours/week)
Scotiabank
Toronto, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 49 mins ago
Director, IT Infrastructure & Cybersecurity
Winnipeg Airports Authority
Winnipeg, MB
Oversee the development and implementation of corporate business initiatives
Added 49 mins ago
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Part-Time Sales Associate - Famous Footwear CAN
Caleres
Mississauga, ON
- Part-time
As a Famous Footwear Sales Associate, you are passionate about providing the best shoe store experience for every customer. You do this by creating a welcoming environment and in-store…
Added 49 mins ago
KR
AI Delivery - Oracle Fusion AI
KTek Resourcing
Brampton, ON
- Contract
We are seeking a highly motivated and experienced Technical Lead, AI Delivery to join our Corporate Applications AI Solution Delivery Team. This role will lead the design, development,…
Added 49 mins ago
HP
Sales Associate / Interior Designer
HR Partnering
Toronto, ON
- Full-time
Giorgetti Toronto is building its opening team, and we are looking for an experienced Sales Associate to join us.
Added 50 mins ago
CC
Senior Legal Counsel, Technology & Commercial
CAA Club Group
Markham, ON
- Full-time
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 50 mins ago
TL
Associate Lawyer – Preszler Law Firm
The Law Society of Manitoba
Winnipeg, MB
- Full-time
Preszler Injury Lawyers is seeking an intermediate to senior associate lawyer to handle personal injury files. We have a full file load for the right candidate to step into.
Added 1 hour ago
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Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Mississauga, ON
- Full-time
Utilizes corporate Sales Tracking Tools and Dashboard to set sales goals and to meet targets
Added 1 hour ago
SD
Beauty Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Strathroy, ON
- Full-time
Utilizes corporate Sales Tracking Tools and Dashboard to set sales goals and to meet targets
Added 1 hour ago
TT
Retail Store Associate Temporary Part Time Winners
The TJX Companies, Inc.
Bridgewater, NS
- Part-time
Support for you and your family through our Associate and Family Assistance programs, offering helpful resources and services to enhance your well-being.
Added 1 hour ago
Advisor Associate - Hamilton
Scotiabank
Hamilton, ON
The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in…
Added 1 hour ago
Customer Experience Associate - Orillia Branch (22.5 Hours/Week)
Scotiabank
Orillia, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

Scotiabank

Advisor Associate - Hamilton

Hamilton, ON, L5B 1M2, Canada

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Job details

Posting language: English
Posted: Nov 2, 2026

Original job description

Requisition ID: 277896

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are following governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

Reporting to the Manager, Regional Administration, as a Client Service Associate, you will be responsible for providing administrative and operational support, both in-office and virtually, to assist Financial Consultants and/or Portfolio Managers in maintaining high standards of service for all MD clients
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge
Provide service and sales support to Financial Consultants and Portfolio Managers, responding effectively to all inquiries from current and prospective clients concerning MD products and services, and facilitating contact and opportunity management
Accountable for the preparation and processing of client documentation, preparing correspondence to clients and third parties, and inputting transaction requests as directed by Advisors and Portfolio managers
Maintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely manner
Establish and maintain a plan to ensure all existing clients are contacted regularly and paperwork required for meetings is prepared in advance
Book on-site and virtual client meetings, preparing files, sending meeting reminders, responding to time-sensitive requests from Advisors during client meetings, preparing correspondence and ensuring a quick and efficient response to all inquiries from current and prospective clients regarding MD products and services
Process documentation related to new accounts and trade requests, input transaction requests as required, confirming all regulatory requirements are adhered toUse your knowledge of MD’s products & services to identify opportunities, anticipate client needs, and partner with other lines of business to arrange mutually beneficial client contact strategies
Support and participate in the research and resolution of a variety of complex client concerns as well as contributing to special projects, as required
Responsible for adherence to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement, taking Scotiabank’s risk appetite and culture into consideration relative to day-to-day activities and decisions
Ensure monthly compliance-related tasks, such as compliance reporting logs and following up on non-compliant paperwork, are completed efficiently
Liaise with Accountants and third parties to provide tax documents or statements as requested.
General office duties, including reception coverage as required
Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

A commitment to an exceptional client experience – using your ability to quickly and clearly understand the client’s perspective, you will provide timely and accurate responses to a myriad of queries.
A sense of urgency – what’s important to the client is equally important to you.  You thrive on getting things done and done well
The flexibility to work independently and as part of a broader team
You embrace change – thriving in a diverse environment of ever-changing and competing priorities
A dedication to organizational efficiency – maintaining a strong attention to detail coupled with the ability to follow up and follow through in a results-oriented fashion
College diploma or university degree in business, commerce or equivalent
Demonstrated knowledge of the financial services industry and rules regarding Estates, Trusts, RESPs, RRSPs/RRIFs, TFSAs, Mutual Funds and other investment products
Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO)
Proficiency with Microsoft Office Suite
Working knowledge of CRM2

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community.

Location(s): Canada : Ontario : Hamilton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The Associate provides administrative and operational support to Financial Consultants and Portfolio Managers to ensure high standards of client service. They are responsible for processing client documentation, managing inquiries, and maintaining compliance with regulatory requirements.

Requirements

Candidates must hold a college diploma or university degree in business, commerce, or an equivalent field. Approval as an Investment Representative with the Canadian Investment Regulatory Organization (CIRO) is required.

Skills

Financial Services
Client Service
Administrative Support
Operational Support
Investment Products
Regulatory Compliance
CRM2
Microsoft Office Suite
Account Management
Problem Resolution
Documentation Preparation
Sales Support
Relationship Management
Attention To Detail
Communication

Benefits

Performance Bonus
Employee Share Ownership Program
Pension Plan Matching
Banking Benefits
Health Benefits

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Consultants
Portfolio Managers
Investment Products
CIRO
CRM2
Microsoft Office Suite
Compliance
Regulatory Requirements
Account Management
Wealth Management
Private Banking
Mutual Funds
TFSAs
RRSPs
RRIFs
Estates
Trusts
Client Engagement
Operational Risk
AML
ATF
Sales Support
Administrative Support

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